How Advisors Use Econiq + Wealthbox to Maximize Client Meeting Presentations

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Join us for a previously recorded live webinar to see how the Econiq + Wealthbox integration helps advisors deliver custom branded meeting workspaces. This webinar will cover:

  1. How Econiq’s virtual meeting space, The Conversation Hub, helps advisors, brand, run, and analyze their meetings to provide top-notch customer experiences. 
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors can pull Wealthbox contacts into The Conversation Hub, then push meeting notes, automatically create tasks and trigger workflows back in Wealthbox.
  4. The benefits of the Econiq and Wealthbox integration, and how to get started with ease.


Steve Blake

Chief Client Experience Officer


Jenna Ghibaudy

Product Specialist


“Integrating The Conversation Hub with Wealthbox is a game-changer for financial advisors. By combining the power of our immersive meeting experience with Wealthbox's robust CRM capabilities, we are empowering advisors to run more effective and efficient virtual meetings.”

Jim Callan

Founder & CEO at Econiq

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